# Trilogy Financial Solutions

Trilogy Financial Solutions is a RIA based in Irvine, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Irvine, United States
- **Region:** North America
- **Address:** Irvine, CA, United States
- **Assets under management:** Undisclosed
- **Website:** https://trilogyfinancialsolutions.com

## Regulatory record

- **CRD number:** 168104
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168104

## About

Trilogy Financial Solutions, LLC is a fee-only Investment Advisor and financial coaching and counseling firm committed to providing prudent strategies for getting out of debt and building wealth for the future. Services are tailored to clients' unique needs and cover debt, savings, retirement, and related planning. The firm is registered with the Oklahoma Department of Securities and works primarily with clients in financial crisis, those planning for retirement or college, and those still paying down debt.

## People

- Michael Freeman — President

## Questions

### Who leads Trilogy Financial Solutions?

No named principals, executives, or investment professionals are publicly associated with the firm. Leadership details are not disclosed.

### What is Trilogy Financial Solutions's AUM?

Trilogy Financial Solutions has not publicly disclosed any AUM figure. Its scale remains unknown.

### Where is Trilogy Financial Solutions headquartered?

The firm's headquarters location is not publicly available from registrations or corporate filings.

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- [Tula Investment Group](https://altss.com/profile/tula-investment-group-llc)
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Last updated: 2026-08-11T15:08:22.057Z

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